Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVERSOURCE WEALTH ADVISORS LLC | 02-09-2024 | 12-31-2023 | 6812 | 1,091,837,063 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INFORMATION TECHNOLOGY ETF | ETF | 351 | $297,176 | 614 | 0.00 | 0.00 | -54 | -8.08 | 12-31-2023 |
| TELEDYNE TECHNOLOGIES INC COM | Stock | 352 | $294,998 | 661 | 0.00 | 0.00 | -18 | -2.65 | 12-31-2023 |
| THE CIGNA GROUP COM | Stock | 353 | $293,977 | 982 | 0.00 | 0.00 | -61 | -5.85 | 12-31-2023 |
| VICTORYSHARES US LARGE CAP HIGH DIVIDEND VOLATILITY WTD ETF | ETF | 354 | $293,612 | 5,022 | 0.00 | 0.00 | -7,444 | -59.71 | 12-31-2023 |
